Berkshire Hathaway Portfolio holdings
AUM
$258B
Berkshire Hathaway is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Chaired by legendary investor Warren Buffett, it is known for its diverse range of subsidiaries and investments—spanning industries such as insurance, rail transportation, energy, manufacturing, and retail. Over the decades, Berkshire’s patient and value-oriented approach to investing has earned it a reputation for long-term stability and significant growth, turning it into one of the largest and most influential corporations in the world.
This Quarter Return
+9.52%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$293B
AUM Growth
+$293B
(+8.4%)
Cap. Flow
-$2.2B
Cap. Flow
% of AUM
-0.75%
Top 10 Holdings %
Top 10 Hldgs %
87.51%
Holding
47
New
1
Increased
3
Reduced
8
Closed
3
Top Buys
| 1 |
Kroger
KR
|
$411M |
| 2 |
Aon
AON
|
$71.6M |
| 3 |
Organon & Co
OGN
|
$46.9M |
| 4 |
RH
RH
|
$24.1M |
Top Sells
| 1 |
Merck
MRK
|
$679M |
| 2 |
General Motors
GM
|
$414M |
| 3 |
Axalta
AXTA
|
$411M |
| 4 |
Bristol-Myers Squibb
BMY
|
$317M |
| 5 |
AbbVie
ABBV
|
$264M |
Sector Composition
| 1 | Technology | 43.21% |
| 2 | Financials | 31.73% |
| 3 | Consumer Staples | 12.75% |
| 4 | Communication Services | 4.71% |
| 5 | Healthcare | 3.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $122B | 41.47% | 887,135,554 | – | – |
|
2
Bank of America
BAC
$376B
| $41.6B | 14.21% | 1,010,100,606 | – | – |
|
3
American Express
AXP
$231B
| $25.1B | 8.55% | 151,610,700 | – | – |
|
4
Coca-Cola
KO
$297B
| $21.6B | 7.39% | 400,000,000 | – | – |
|
5
Kraft Heinz
KHC
$33.1B
| $13.3B | 4.53% | 325,634,818 | – | – |
|
6
Moody's
MCO
$91.4B
| $8.94B | 3.05% | 24,669,778 | – | – |
|
7
Verizon
VZ
$186B
| $8.9B | 3.04% | 158,824,575 | – | – |
|
8
US Bancorp
USB
$76B
| $7.34B | 2.51% | 128,888,906 -798,178 | -0.6% | -$45.5M |
|
9
DaVita
DVA
$9.85B
| $4.35B | 1.48% | 36,095,570 | – | – |
|
10
Charter Communications
CHTR
$36.3B
| $3.76B | 1.28% | 5,213,461 | – | – |
|
11
Bank of New York Mellon
BK
$74.5B
| $3.71B | 1.27% | 72,357,453 | – | – |
|
|
12
General Motors
GM
$55.8B
| $3.55B | 1.21% | 60,000,000 -7,000,000 | -10% | -$414M |
|
13
VeriSign
VRSN
$25.5B
| $2.92B | 1% | 12,815,613 | – | – |
|
14
Chevron
CVX
$324B
| $2.42B | 0.83% | 23,123,920 -548,351 | -2% | -$57.4M |
|
|
15
Kroger
KR
$44.9B
| $2.37B | 0.81% | 61,787,910 +10,727,614 | +21% | +$411M |
|
16
Visa
V
$683B
| $2.34B | 0.8% | 9,987,460 | – | – |
|
|
17
AbbVie
ABBV
$372B
| $2.31B | 0.79% | 20,527,861 -2,340,317 | -10% | -$264M |
|
|
LSXMK
18
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $2B | 0.68% | 43,208,291 | – | – |
|
19
Amazon
AMZN
$2.44T
| $1.83B | 0.63% | 533,300 | – | – |
|
|
20
Bristol-Myers Squibb
BMY
$96B
| $1.76B | 0.6% | 26,294,266 -4,737,961 | -15% | -$317M |
|
21
Mastercard
MA
$538B
| $1.67B | 0.57% | 4,564,756 | – | – |
|
22
Snowflake
SNOW
$79.6B
| $1.48B | 0.51% | 6,125,376 | – | – |
|
|
23
RH
RH
$4.23B
| $1.22B | 0.42% | 1,791,967 +35,519 | +2% | +$24.1M |
|
|
24
Aon
AON
$79.1B
| $1.05B | 0.36% | 4,396,000 +299,854 | +7% | +$71.6M |
|
|
STOR
25
DELISTED
STORE Capital Corporation
STOR
| $843M | 0.29% | 24,415,168 | – | – |
|